| 1 | VICTORY CAPITAL MANAGEMENT INC | $273.7M | 5.4M | Added |
| 2 | Merit Financial Group, LLC | $142.8M | 2.8M | Added |
| 3 | MORGAN STANLEY | $127.9M | 2.5M | Added |
| 4 | LPL Financial LLC | $81.3M | 1.6M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $77.5M | 1.5M | Added |
| 6 | SHP Wealth Management | $63.1M | 1.2M | Added |
| 7 | Stonebridge Financial Group, LLC | $44.6M | 881,331 | Added |
| 8 | Amplius Wealth Advisors, LLC | $37.1M | 733,336 | Trimmed |
| 9 | Broadway Wealth Solutions, Inc. | $28.3M | 559,951 | Added |
| 10 | Marquette Asset Management, LLC | $26.6M | 525,433 | Added |
| 11 | Capital Analysts, LLC | $26.1M | 516,536 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $24.4M | 482,124 | Added |
| 13 | Private Advisor Group, LLC | $23.5M | 464,463 | Added |
| 14 | JANE STREET GROUP, LLC | $23.2M | 458,615 | New |
| 15 | Waverly Advisors, LLC | $22.8M | 451,585 | Added |
| 16 | Evergreen Wealth Solutions, LLC | $19.8M | 392,069 | Added |
| 17 | MOTCO | $18.9M | 372,958 | Added |
| 18 | ERn Financial, LLC | $16.9M | 334,129 | Added |
| 19 | STIFEL FINANCIAL CORP | $15.6M | 307,627 | Added |
| 20 | Cornerstone Planning Group LLC | $14.8M | 292,838 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $13.5M | 267,057 | Added |
| 22 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $13.4M | 265,596 | Added |
| 23 | Redhawk Wealth Advisors, Inc. | $13.4M | 264,785 | Added |
| 24 | Janney Montgomery Scott LLC | $13.4M | 263,995 | Added |
| 25 | HORAN Wealth, LLC | $13.3M | 262,376 | Added |